See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,905 | $183,519-34.1% | $155,509-22.3% | $145,922-17.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 16.66% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $8,149 | $5,313+53.4% | $4,672+74.4% | $4,660+74.9% |
| Participant deferral / active EE | $7,110 | $6,462+10.0% | $5,626+26.4% | $6,688+6.3% |
| Admin fee / account holder | $5,038 | $19,313-73.9% | $15,912-68.3% | $13,397-62.4% |